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Denise M Caruso

GARDNER LEWIS ASSET MANAGEMENT LP·CHADDS FORD, Pennsylvania
Unclaimed Profile
285 WILMINGTON WEST CHESTER PIKE, CHADDS FORD, PA 19317-9039CRD# 7023136Firm CRD# 105033
01

About

Denise M Caruso is a registered financial advisor based in CHADDS FORD, Pennsylvania, affiliated with GARDNER LEWIS ASSET MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GARDNER LEWIS ASSET MANAGEMENT LP
GARDNER LEWIS ASSET MANAGEMENT LP
AUM
$357M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at GARDNER LEWIS ASSET MANAGEMENT LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7023136
Firm CRD# 105033
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Denise M Caruso offer?
Denise M Caruso specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.
What are Denise M Caruso's credentials?
Denise M Caruso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Denise M Caruso located?
Denise M Caruso is based in CHADDS FORD, Pennsylvania, working with GARDNER LEWIS ASSET MANAGEMENT LP. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.
How does Denise M Caruso charge for services?
Denise M Caruso's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARDNER LEWIS ASSET MANAGEMENT LP?
GARDNER LEWIS ASSET MANAGEMENT LP has approximately 10 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHADDS FORD
Kevin Charles Quinn — QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLCBarbara Mckeon Quinn — QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLCWilliam Henry Kantner — CHARTERED ADVISORY GROUP, INC.Andrew Christopher Zimmerman — DT INVESTMENT PARTNERS, LLCJohn Joseph Brett — RED GATE ADVISERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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